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VanEck Semiconductor ETF Newsroom
Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
The most important product of this CES? NVIDIA's "first PC."
The AI supercomputer Project Digits, with its compact size and desktop orientation, indicates that this is likely NVIDIA's trial venture into the PC market. Analysts have also stated that NVIDIA is expected to challenge Intel and AMD's dominance in the PC processor field in the future.
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
A statement from Jensen Huang caused quantum concept stocks to plummet. D-Wave CEO: His view is "completely wrong."
① The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, recently stated that NVIDIA CEO Jensen Huang is "very wrong" about quantum computing; ② Previously, Huang's remarks frightened Wall Street. He indicated that it may take 15 to 30 years to bring a "very useful quantum computer" to market.
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The Global bond market is experiencing a frantic sell-off, with US Treasury yields quickly approaching 5%.
The 20-year US Treasury yield has already broken through 5%, while the UK 10-Year Treasury Notes Yield has also risen to 4.82%, reaching a new high since 2008. Inflation worries have prompted traders to lower their expectations for interest rate cuts by the Federal Reserve and the Bank of England this year, and at the same time, the market is weighing the impact of President Trump's policies.
The CEO of D-Wave Quantum, a quantum computing company whose value soared over eight times last year, counters that Jensen Huang's views on quantum computing are "completely wrong."
The CEO of the USA quantum computing company D-Wave Quantum, Alan Baratz, stated that Jensen Huang's views on quantum computing are "completely wrong." Previously, Jensen Huang's remarks about quantum computing alarmed Wall Street, resulting in a sharp decline in related Stocks, including D-Wave.
Futu Daily Report | Will the Federal Reserve pause interest rate cuts? Meeting minutes show officials are eager to slow down the pace of rate cuts; U.S. stocks are closed today in mourning for the death of former President Carter's.
The Trump team is reportedly considering declaring a national economic emergency to implement high and widespread tariffs; Bearish surprise! A single remark from NVIDIA CEO Jensen Huang triggered a collective drop in USA quantum computing stocks.
U.S. stock market closing | Jensen Huang caused a collapse in quantum computing stocks, QUBT fell over 43%; China Concept Stocks fell, Xiaopeng Autos dropped over 5%.
① The Nasdaq China Golden Dragon Index fell by 0.67%, with most China Concept Stocks declining; ② Wildfires ravaged California, and Electrical Utilities provider Edison International fell by 10%; ③ Jensen Huang stated that a "very useful" quantum computer may take several decades to arrive; ④ Intel: will continue to focus on the independent graphics card market.
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The market is in dire straits! The stocks most favored by retail investors face a "settlement day."
On Wednesday, the speculative Stocks that a large number of retail investors favored suffered a dramatic decline, and the market was in a dire state.
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